Morningstar Ownership | Who Owns Morningstar?


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Morningstar Ownership Summary


Morningstar is owned by 59.42% institutional investors, 39.58% insiders, and 1.00% retail investors. Vanguard group is the largest institutional shareholder, holding 6.41% of MORN shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 3.64% of its assets in Morningstar shares.

MORN Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockMorningstar59.42%39.58%1.00%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryFinancial Data & Stock Exchanges Stocks77.30%16.98%5.73%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group2.74M6.41%$810.09M
Blackrock2.54M5.94%$750.47M
Select equity group2.43M5.70%$720.20M
Morgan stanley2.02M4.73%$597.69M
Bank of america corp /de/1.53M3.58%$451.64M
Bamco inc /ny/1.31M3.06%$386.66M
Kayne anderson rudnick investment management1.13M2.64%$334.05M
Massachusetts financial services co /ma/1.10M2.57%$325.29M
Wellington management group llp945.35K2.21%$279.68M
State street775.60K1.82%$229.46M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Praesidium investment management company98.77K5.56%$29.22M
Select equity group2.43M2.83%$720.20M
Liontrust investment partners llp402.77K1.69%$119.16M
American capital management144.82K1.43%$42.85M
Barlow wealth partners33.50K1.41%$10.22M
Kensington investment counsel10.37K1.36%$3.07M
Ceera investments9.80K1.23%$2.90M
Bamco inc /ny/1.31M1.11%$386.66M
Covey capital advisors3.06K1.04%$904.41K
Martin capital advisors, llp4.38K0.97%$1.30M

Top Buyers

HolderShares% AssetsChange
Norges bank324.44K0.01%324.44K
Millennium management320.19K0.04%194.12K
Amundi192.01K0.02%192.00K
Vanguard group2.74M0.02%157.46K
Wellington management group llp945.35K0.05%155.31K

Top Sellers

HolderShares% AssetsChange
Bank of america corp /de/1.53M0.04%-172.56K
Select equity group2.43M2.83%-160.56K
Kayne anderson rudnick investment management1.13M0.82%-97.72K
Fmr361.26K0.01%-86.23K
Cramer rosenthal mcglynn---79.65K

New Positions

HolderShares% AssetsChangeValue
Norges bank324.44K0.01%324.44K$95.99M
Corebridge financial33.31K0.05%33.31K$9.86M
Ofi invest asset management5.70K0.04%5.70K$1.57M
Level four advisory services2.55K0.03%2.55K$754.47K
Diversify wealth management2.10K0.08%2.10K$633.06K

Sold Out

HolderChange
Tfc financial management-1.00
Advisornet financial-2.00
Rakuten securities-4.00
Point72 (difc)-4.00
First premier bank-7.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20244062.53%25,490,565-1.30%591.63%21720.56%102-29.66%
Jun 30, 20243890.26%25,754,7951.43%601.71%176-9.28%14325.44%
Mar 31, 20243888.38%25,391,1280.72%591.70%19420.50%114-14.29%
Dec 31, 20233587.83%25,208,620-3.58%591.58%161-6.40%13341.49%
Sep 30, 202333211.04%26,144,0197.02%611.86%17217.01%944.44%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Eaton Vance Atlanta Capital SMID-Cap I1.56M3.64%36.29K
Baron Small Cap Growth Strategy925.00K2.16%-
Baron Growth Retail925.00K2.16%-
Vanguard Total Stock Mkt Idx Inv874.17K2.04%-3.33K
iShares Core S&P Mid-Cap ETF849.80K1.98%464.00
MFS Mid Cap Growth Equity794.14K1.85%69.17K
MFS Mid Cap Growth A794.14K1.85%-
Virtus KAR Small-Cap Growth I751.69K1.75%-63.00K
Vanguard Small Cap Index698.48K1.63%1.35K
Wasatch Core Growth410.48K0.96%52.88K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 13, 2024DUBINSKY JASON Chief Financial OfficerSell$206.18K
Dec 13, 2024DUBINSKY JASON Chief Financial OfficerSell$40.87K
Dec 13, 2024DUBINSKY JASON Chief Financial OfficerSell$639.74K
Dec 13, 2024DUBINSKY JASON Chief Financial OfficerSell$233.09K
Dec 13, 2024DUBINSKY JASON Chief Financial OfficerSell$17.47K

Insider Transactions Trends


DateBuySell
2024 Q4-84
2024 Q3-100
2024 Q2-94
2024 Q1-98
2023 Q4-62

MORN Ownership FAQ


Who Owns Morningstar?

Morningstar shareholders are primarily institutional investors at 59.42%, followed by 39.58% insiders and 1.00% retail investors. The average institutional ownership in Morningstar's industry, Financial Data & Stock Exchanges Stocks, is 77.30%, which Morningstar falls below.

Who owns the most shares of Morningstar?

Morningstar’s largest shareholders are Vanguard group (2.74M shares, 6.41%), Blackrock (2.54M shares, 5.94%), and Select equity group (2.43M shares, 5.70%). Together, they hold 18.05% of Morningstar’s total shares outstanding.

Does Blackrock own Morningstar?

Yes, BlackRock owns 5.94% of Morningstar, totaling 2.54M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 750.47M$. In the last quarter, BlackRock increased its holdings by 89.44K shares, a 3.65% change.

Who is Morningstar’s biggest shareholder by percentage of total assets invested?

Praesidium investment management company is Morningstar’s biggest shareholder by percentage of total assets invested, with 5.56% of its assets in 98.77K Morningstar shares, valued at 29.22M$.

Who is the top mutual fund holder of Morningstar shares?

Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund holder of Morningstar shares, with 3.64% of its total shares outstanding invested in 1.56M Morningstar shares.

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